IFP Advisors’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $537K | Buy |
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|
2025
Q1 | $432K | Buy |
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|
2024
Q4 | $380K | Buy |
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|
2024
Q3 | $286K | Sell |
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|
2024
Q2 | $275K | Sell |
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|
2024
Q1 | $1.7M | Buy |
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|
2023
Q4 | $1.82M | Buy |
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|
2023
Q3 | $517K | Buy |
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|
2023
Q2 | $454K | Sell |
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|
2023
Q1 | $57.3K | Sell |
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|
2022
Q4 | $149K | Buy |
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|
2022
Q3 | $155K | Buy |
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|
2022
Q2 | $118K | Hold |
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|
2022
Q1 | $118K | Buy |
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|
2021
Q4 | $145K | Sell |
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|
2021
Q3 | $127K | Buy |
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|
2021
Q2 | $98K | Hold |
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|
2021
Q1 | $76K | Buy |
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|
2020
Q4 | – | Hold |
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|
2020
Q3 | – | Hold |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $12K | Sell |
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|
2019
Q4 | $24K | Sell |
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|
2019
Q3 | $69K | Buy |
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|
2019
Q1 | $56K | Sell |
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|
2018
Q4 | $74K | Buy |
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|
2018
Q3 | $10K | Sell |
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|
2018
Q2 | $23K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $56K | Buy |
|